Broadcom (AVGO) is recommended for its competitive advantages in AI hardware like TPUs and its strong position in networking hardware, which are crucial for AI infrastructure.
Source Post
5 Insanely Cheap AI Stocks to Buy Now
Jun 3, 2026
The creator highlights AI stocks with strong growth potential that are currently undervalued. He discusses Lumen Holdings (LIIT) and Credo Technology Group (CRDO) as examples, noting their critical role in data centers and the demand for their optical and networking products. Despite recent price drops due to unmet investor expectations, the underlying growth stories remain strong.
Linked Mentions
Tickers discussed in this post
Taiwan Semiconductor (TSM) is recognized for its critical role in manufacturing over 90% of the world's high-performance chips, making it a dominant player in the semiconductor supply chain.
Nvidia is identified as the second-best deal among AI stocks discussed, with a long history in developing AI hardware and software.
The creator is selling their Super Micro Computer (SMCI) position due to stress, despite its strong AI data center role and undervaluation, to reinvest in other AI stocks and ETFs.
Credo Technology Group (CRDO) is a key player in AI data center connectivity, with strong expected earnings growth and a dominant market share in active electrical cables.
Micron (MU) has seen significant returns, with its valuation becoming cheaper due to surging growth forecasts, but overall valuations have increased.